Estate Planning Specialist

Description

The Estate Specialist at Great Waters Financial plays a pivotal role in ensuring a seamless and supportive experience for clients navigating the estate planning process. This role serves as a key liaison between clients, advisors, and estate planning platforms and partners—managing communications, coordinating meetings, and facilitating all logistical and administrative aspects of estate planning from initial connection through delivery and funding.

The ideal candidate is highly organized, customer-focused, and adept at managing multiple moving parts with precision and care.

Responsibilities

Estate Planning Meeting Facilitation

• Guide clients through the estate planning process: Discovery, Delivery, and Funding.
• Facilitate the Delivery and Funding process for estate customers.
• Identify and handoff opportunities for the onboarding team to bring qualified Estate Customers through AYR (Architecting Your Retirement).

Paperwork & Offering Coordination

• Prepare all necessary paperwork, documentation, and materials for estate meetings. Ensuring all forms are accurate, complete, and ready for presentation or signature.
• Coordinate logistics and scheduling for all estate-related meetings.
• Maintain communication with internal team members and external estate planning partners to ensure timelines and expectations are met.
• Act as the central point of contact for Estate Plan Customers.

Client Events & Prospecting Workshops

• Attend estate planning workshops and educational events
• Assist attendees with next steps, answering preliminary questions, and gathering relevant information.
• Manage follow-up from workshop participants to schedule consultations.

Requirements

• Excellent written and verbal communication skills. Strong organizational, decision-making and time management skills. 
• Proficiency in using CRM platforms and office productivity tools.
• Ability to manage multiple clients and projects simultaneously while meeting deadlines.
• A client-first mindset with a proactive, solution-oriented approach.
• Notary Public Appointment

Working Expectations

• In-office, client facing position
• Occasional evening hours may be required for events/workshops.
• Travel may be required for attending workshops or in-person client meetings.

The salary range for this role is $55,000.00 - $70,000.00 annually. In addition, Great Waters offers employees a 401k plan with an employer matching schedule, Medical, Dental, and Vision insurance, 10 paid company Holidays, an annual wellness stipend, and paid-time off. This position is eligible for a discretionary annual bonus driven by organization and individual performance.